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Global X US Preferred ETF
PFFD

Overview Fund Activity

207 hedge funds and large institutions have $842M invested in Global X US Preferred ETF in 2022 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 76 increasing their positions, 87 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
-7
Holders Change %
-3.27%
% of All Funds
3.58%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.22%
New
23
Increased
76
Reduced
87
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OWM
1
Orgel Wealth Management
Wisconsin
$123M
2
Jane Street
2
Jane Street
New York
$9.35M
3
Morgan Stanley
3
Morgan Stanley
New York
$46.7M
4
RA
4
Rational Advisors
New York
$49.7M
5
FANJ
5
Financial Architects (New Jersey)
New Jersey
$4.63M

Top Sellers

1
EVM
1
Eaton Vance Management
Massachusetts
$22.7M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$25.3M
3
MAM
3
Madison Asset Management
Wisconsin
$0
4
MCM
4
MAI Capital Management
Ohio
$0
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$1.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
126
IFP Advisors
Florida
$478K -$26K -1,074 -5%
BFC
127
Bedel Financial Consulting
Indiana
$434K +$434K +22,675 New
AAS
128
Avantax Advisory Services
Texas
$433K -$21.8K -1,063 -5%
SWM
129
SeaCrest Wealth Management
New York
$423K -$25.9K -1,265 -6%
FCM
130
Firestone Capital Management
Florida
$411K +$2.32K +113 +0.6%
MFS
131
Madrona Financial Services
Washington
$393K – – –
MCA
132
MSH Capital Advisors
Arizona
$382K – – –
RIA
133
Realta Investment Advisors
Delaware
$366K -$18.2K -886 -5%
HGERS
134
Householder Group Estate & Retirement Specialist
Arizona
$365K -$31.6K -1,542 -8%
JCM
135
Jacobsen Capital Management
Utah
$354K -$21.3K -1,036 -6%
IWM
136
IHT Wealth Management
Illinois
$346K +$346K +16,856 New
ZIMP
137
Zimmermann Investment Management & Planning
Pennsylvania
$345K -$129K -6,306 -27%
LWMG
138
Levy Wealth Management Group
Pennsylvania
$328K +$111K +5,424 +51%
WCG
139
Weaver Consulting Group
California
$318K +$16.9K +824 +6%
CG
140
Colony Group
Massachusetts
$315K +$3.12K +152 +1%
AG
141
Ascent Group
Virginia
$311K -$14.1K -717 -4%
FHA
142
First Horizon Advisors
Tennessee
$305K -$4.9K -239 -2%
AWA
143
Arkadios Wealth Advisors
Georgia
$302K -$16.4K -801 -5%
RWM
144
RBA Wealth Management
California
$293K -$14.6K -711 -5%
KFGK
145
Keystone Financial Group (Kentucky)
Kentucky
$283K -$16K -780 -5%
BC
146
Burney Company
Virginia
$281K – – –
DWT
147
Dorsey & Whitney Trust
South Dakota
$275K +$275K +13,425 New
BRWA
148
B. Riley Wealth Advisors
Florida
$265K -$68K -3,308 -20%
KAS
149
Kestra Advisory Services
Texas
$260K -$7.66K -373 -3%
BIA
150
Barry Investment Advisors
Massachusetts
$259K +$2.18K +106 +0.8%
4 5
6
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